Cody
Wiseman
Soltis Investment Advisors, LLC
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About this Advisor
Cody Wiseman is a financial advisor working in Chandler, Arizona with a total of 2 years of relevant experience. Wiseman is currently employed by Soltis Investment Advisors, LLC. Throughout their career, Wiseman has worked at Fidelity Investments, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and Soltis Investment Advisors LLC. Wiseman maintains Series 66 and Series 63 licenses, qualifying them as a securities representative, and is able to operate in Arizona. Soltis Investment Advisors, LLC is a business based in Saint George, UT. The firm has offices in seven locations and a total of 56 advisors. It manages $6 billion in assets among its 3,387 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 18 charitable organizations. Of its 3,387 customer accounts, 50% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services largely are based on which services the firm provides the client. However, fees billed by Soltis Investment Advisors, LLC most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Soltis Investment Advisors, LLC Brokerage Details
$5,644,684,596
56
3,387
$1,666,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Cody Wiseman Work History
Cody has been registered as a financial advisor for 2 years.*
Soltis Investment Advisors LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Fidelity Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cody Wiseman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Soltis Investment Advisors, LLC
Saint George, UT
Chandler, AZ
Saint George, UT
Saint George, UT
Saint George, UT
Saint George, UT
Saint George, UT
Southlake, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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